Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
6.91%
6 Months
11.47%
15.63%
1 Year
5.40%
20.01%
3 Years
7.77%
17.10%
5 Years
—
15.64%
Since Inception
9.99%
13.05%
Fund Age
4 yrs 9 mo
8 yrs 11 mo
AUM
₹144.91 Cr
₹46.46 Cr
Alpha – 1 Year
0.68%
15.29%
Alpha – 3 Years
−4.32%
5.01%
Information Ratio – 3 Years
0.13
0.88
Volatility – 1 Year
24.35%
20.61%
Volatility – 3 Years
20.17%
19.98%
Beta – 1 Year
1.26
0.94
Beta – 3 Years
1.11
1.02
Sharpe Ratio – 1 Year
0.11
0.73
Sharpe Ratio – 3 Years
0.39
0.85
Worst Rolling Year
7.72%
-3.76%
Value at Worst Rolling Year
₹1.08 Cr
₹0.96 Cr
Deepest Drawdown
−31.10%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
12.92%
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
L 27% · M 34% · S 33%
Number of Stocks
15
25
Portfolio P/E
50.52
41.42
Top 5 Holdings
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%